Do-It-Yourself
Robo-Advisor
Traditional Wealth Management Firm†
Insurance Company/Bank Advisorˇ
Commission-Based Broker
Portfolio Management
Low-cost investments
Customized portfolio
Tax-efficient placement of investments
Strategic tax loss harvesting
Proper rebalancing techniques
Integration of 401(k) accounts into one portfolio model
Proprietary products
Investment risk analysis
Stock options analysis and strategy
Simplify and consolidate accounts
Fiduciary standard of care
Private client relationship
Financial Planning
Proactive guidance on all financial matters
Cash flow based modeling
Net worth projections to guide decision-making
Tax return analysis
Pension analysis
Plans consider assets not directly managed by advisor
Deep integration between tax planning & investments
Social Security optimization
Integrate with other professionals (CPA, Attorney, etc.)
Guidance of tax-advantaged charitable giving
Concierge Services*
Trust & Will Services
Charitable Giving Strategies
CPA Services
Mortgage Consulting
Insurance
Real Estate Services
Lifestyle & Wellness Services
Home Services
Business Consulting
Multifarious Inquiries
